LOCATION: SEATTLE, WA
Laird Norton Wetherby (LNW) is seeking a full-time
Wealth Manager to join our team. The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high net worth clients.
Nature of the RoleThe Wealth Manager role at LNW provides a robust path for professional development, spanning a range from emerging wealth advisors to LNW's most senior and experienced client facing professionals. The Wealth Manager may lead, co-lead or support client relationships depending upon size and complexity (among other factors), leveraging and contributing both their core wealth management skills and any specialized skills or knowledge they may bring to the client team.
As a client lead, the Wealth Manager fully manages and delivers LNW's service offering, supported appropriately under the client circumstances by strategic lead partners, other wealth advisors, analysts, associates, and LNW content specialists. The Wealth Manager fosters a collegial environment in which team members feel empowered to deliver their best work and clients feel the comprehensive support of a highly attentive team in a family-office styled service model. The successful Wealth Manager understands the interdisciplinary nature of this work and the limits of their own capabilities and engages internal and external partners in the delivery of exceptional client service.
Your Role and Responsibilities & Skills and Attributes - Foster trusted and mutually rewarding long-term relationships with assigned clients.
- Incorporate LNW's values in every aspect of your work: https://lnwadvisors.com/values/
- Continually assess client need for support across the firm's service offering and marshal and deliver firm resources and expertise as needed to address client needs.
- Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts and is responsive to the needs and expectations of each client.
- Be proficient in understanding and explaining the full range of approved investment solutions across all asset classes.
- Design and guide the implementation of managed investment portfolios consistent with each client (or client entity's) investment policy statement and approved company investment policies, practices and procedures. Bring detailed knowledge of the client's goals and objectives, risk tolerance, tax situation and unique considerations to the ongoing implementation process. Bears ultimate responsibility for setting and meeting client goals and expectations.
- Communicate proactively with clients and respond to client questions in a timely manner. Clearly articulate thoughts, ideas and plans to clients.
- Drive the development, communication and implementation of wealth management and financial planning strategies for clients, engaging other advisors and company content experts as appropriate.
- Lead financial planning analysis and projections including for estate planning, tax, Medicare, Social Security, and Insurance purposes, etc. Develop proficiency and competency with supporting software and analysis tools.
- Lead client meetings and provide strategic oversight of development of agenda and materials, division of team responsibilities and coordination of post-meeting follow up items.
- Supervise and ensure the quality of ongoing client servicing including account openings/closings, portfolio activity, cash management and money movements, and periodic reporting.
- Lead coordination of onboarding process for new clients. Create and execute on client road map planning items.
- Demonstrate a business development mindset and commitment by actively developing referral networks, advancing personal competency and reputation, participating in company business development and community engagement efforts, and supporting prospect meetings as assigned.
Duties and Responsibilities will increase and vary based on needs of business.
More About You - Preferred 10 or more years' industry experience in investment management, wealth management or financial planning, particularly with an emphasis on serving the advisory needs of clients with AUM > $10M.
- Specialized skills and knowledge in any of the following disciplines is highly valued: investments & investment management (e.g., CFA, CAIA), estate planning (esp. J.D.), tax (esp. CPA, LLM), philanthropy, and family governance.
- Certification (Series 65 or other) required. Preference for advanced degree and/or credentials (see above).
- Four-year college degree or equivalent work experience in the financial services industry.
- Interest in supporting the cultivation of an inclusive and client-centric work environment and supporting the long-term financial health of LNW.
- Strong organizational and time management skills with the ability to independently complete, manage, and delegate projects which include multiple tasks.
- Excellent written and verbal communication skills, as well as strong listening abilities.
Compensation and BenefitsWe provide a competitive salary commensurate with your experience and skills and offer an annual bonus program based on company and individual success, business development incentives and company equity opportunities. The hiring salary range for this position is $150,000 to $240,000, depending on location and experience. The salary range applies to the current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job-related knowledge, experience, skill set, and geographic location.
We offer excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, educational reimbursements. For details of all benefits, please visit our website here.
Our TeamYou will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.
We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.
About UsLaird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services.
Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world.
LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit LNWAdvisors.com.
Additional InformationOur firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.
The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).
*As of 1/10/2025
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